Updated:
The Edgar Lomax Company
The Edgar Lomax Company is a Virginia RIA led by Gerald Lomax, applying a deep-value equity strategy across public US markets.
The Edgar Lomax Company
The Edgar Lomax Company is an SEC-registered investment adviser in Alexandria, VA, since 1983. It manages approximately $1.4 billion in regulatory assets. The firm has 8 employees and 7 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Alexandria
Corporate office
Springfield, VA, United States
Principals
Gerald Lomax
President
John Lomax
Vice President
Thomas Lomax
Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at The Edgar Lomax Company?
Gerald Lomax serves as President and appears to lead investment decision-making. John Lomax (Vice President) and Thomas Lomax (Chief Compliance Officer) round out senior leadership, per public records. The firm has not disclosed an investment committee.
What investment strategy does The Edgar Lomax Company follow?
The firm is known for a deep-value, large-cap equity approach, focusing on stocks with low price-to-book ratios and high dividend yields. It holds concentrated portfolios and typically avoids short-term trading, per historical filings and commentary.
Does The Edgar Lomax Company invest in private markets or alternatives?
Public records show no evidence of private equity, venture capital, or alternative asset allocations. The firm appears to operate exclusively in public equities and fixed income for client portfolios.
Is The Edgar Lomax Company a family office or a registered investment advisor?
The firm is an SEC-registered RIA serving external clients, not a family office. It is family-led, with the Lomax family controlling management, but it is structured as a standard RIA with client relationships.
What is the firm's geographical focus?
The firm is based in Springfield, Virginia, and appears to serve US clients. No international operations or offices have been disclosed.
How does the Lomax family continue to govern the firm?
The Lomax family holds senior executive roles across generations, with Gerald, John, and Thomas Lomax occupying the top positions. This ensures strategic continuity, with no external ownership or board oversight.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: